
Invoices
Start in the main product view
Open the screen that carries this workflow so the page promise has a concrete product home.
Workflow touchpoint
Create
Manage invoices, orders, accepted work, accountancy exports, cashflow, project costs and commercial records in Zektrx.
For contractors that need invoicing and commercial records connected to jobs, quotes, costs and management reporting.


Operating system
Operating system
Track invoices, orders, accepted work and commercial records.
Connect invoicing to quotations, jobs, project costs and accountancy overview.
Support cashflow, reconciliation, expenses and year-end reporting workflows.
Keep commercial data available for leadership dashboards and reports.
Manage invoices, orders, accepted work, accountancy exports, cashflow, project costs and commercial records in Zektrx.
For contractors that need invoicing and commercial records connected to jobs, quotes, costs and management reporting.
Invoice lifecycle: Create -> Link job -> Track status.
Track invoices, orders, accepted work and commercial records.
Invoices, quotes and project costs are often managed in separate tools.
See the main module, supporting records and wider operating context for this workflow in Zektrx.
Invoices
Create
Accountancy
Link job
Quotations
Track status

Invoices
Open the screen that carries this workflow so the page promise has a concrete product home.
Workflow touchpoint
Create

Accountancy
Tie the related records, approvals and evidence back to the same operating context.
Workflow touchpoint
Link job

Quotations
Connect the module to reporting, dashboards and the wider contractor operating system.
Workflow touchpoint
Track status
Review the main product area, the steps involved and the checks that support the work, then continue to the most relevant Zektrx capability.
Product area
Zektrx invoice workspace preview
Workflow
Invoice lifecycle
Checks included
Invoice workflow
Explore next
Continue into the connected workflow path.
Keep the same operating thread running across site evidence, office decisions, stock movement and handover records, so every team sees the context behind the next action.

Site planning
Give teams a clear route from job setup, RAMS and documents into the work happening on site.
Connected workflow
Create

Compliance review
Keep evidence, checks and sign-offs close to the records your office needs to audit.
Connected workflow
Link job

Materials control
Connect stock, assets and purchase evidence with the jobs that depend on them.
Connected workflow
Track status
Invoices, quotes and project costs are often managed in separate tools.
Commercial status is hard to see across jobs.
Cashflow and reconciliation need better operational context.
Directors need cleaner reporting without rebuilding spreadsheets.
Step 1
Step 2
Step 3
Step 4
Step 5
RAMS, drawings, revisions, manufacturing planning, quality records and O&M handover evidence.
Permits, isolations, POWRA checks, toolbox talks, certificates, photos and completion reports.
Site fitting plans, installation checks, product data, snagging records and client handover packs.
Trade-specific RAMS prompts, inspection evidence, permits, site reports and operative briefings.
Explore the related Zektrx workflows that connect this process with the wider platform.
Yes. Zektrx includes invoice, order, accountancy overview, cashflow and commercial reporting workflows.
Yes. Quotation, accepted work and invoice records can support connected commercial workflows.
Yes. Commercial records can feed management summaries, reporting and accountancy views.